Finding 1175749 (2025-005)

Material Weakness Repeat Finding
Requirement
C
Questioned Costs
-
Year
2025
Accepted
2026-02-27
Audit: 389658

AI Summary

  • Core Issue: The University failed to use and document School Account Statements for monthly reconciliations, violating federal requirements.
  • Impacted Requirements: Non-compliance with 2 CFR 200.303 and 34 CFR 685.300(b)(5) regarding effective internal controls and monthly reconciliations.
  • Recommended Follow-Up: Revise internal controls to ensure monthly reconciliations are performed and documented, with evidence retained for compliance.

Finding Text

Finding 2025‐005 – Cash Management Information on the federal program: Federal awarding agency: United States Department of Education (ED) Federal program: Student Financial Assistance Cluster: Federal Direct Student Loans, Assistance Listing No. 84.268 Award years: 2024‐2025 Criteria or specific requirement (including statutory, regulatory or other citation): 2 CFR 200.303 requires that a non-federal entity must (a) establish and maintain effective internal control over the Federal award that provides reasonable assurance that the non-Federal entity is managing the Federal award in compliance with Federal statutes, regulations, and the terms and conditions of the Federal award. These internal controls should be in compliance with guidance in “Standards for Internal Control in the Federal Government” issued by the Comptroller General of the United States and the “Internal Control Integrated Framework”, issued by the Committee of Sponsoring Organizations of the Treadway Commission (COSO). Cash Management Program Requirements for Direct Loans – Monthly Reconciliations Schools participating in the Direct Loan program are required to perform monthly Direct Loan reconciliations (34 CFR 685.300(b)(5)). Electronic Announcements DL-22-07 and GENERAL-22-86 explain that a school must reconcile the funds it received from G5 with actual disbursement records the school submitted to COD. Each month, COD sends the school a School Account Statement, which is ED’s official record of the school’s cash and disbursement records and identifies the difference between the net draws from G5 and the actual disbursement information reported to COD by the school. The school is required to account for any differences by reconciling ED’s records (School Account Statements) with the school’s financial and business records. Condition: The University did not provide evidence that the School Account Statements (SAS) from ED were used to reconcile to the University’s financial and business records on a monthly basis during the year ended May 31, 2025. Cause: The University did not have effective internal controls and procedures in place to ensure the use of SAS in monthly reconciliations. The University indicated that they used SAS in their monthly reconciliations; however, they did not retain evidence that the SAS was used, including accounting for differences between SAS and the University’s financial and business records. Effect or potential effect: Lack of external monthly reconciliations between the University’s records and SAS could result in incorrect data in the University’s records and ED systems and cash management and disbursement reporting timelines not being met. Questioned costs: $0 Context: While the University provided evidence of internal daily reconciliations, the University did not provide evidence that they utilized SAS for monthly reconciliations, as required. Total Student Financial Assistance Cluster expenditures for the year ended May 31, 2025, were $138,008,610, of which $118,404,580 were for Direct Loans. Identification as a repeat finding, if applicable: Yes – 2023-003 Recommendation: The University should review and revise its internal controls and procedures surrounding the monthly reconciliations to SAS and retain evidence of such reconciliations, including SAS. Views of responsible officials: Management agrees with the finding and has developed a corrective action plan in which the Office of Financial Assistance will maintain evidence of monthly reconciliations between SAS and the University’s financial and business records. The corrective action was implemented by February 1, 2026.

Corrective Action Plan

Finding 2025-005 – Cash Management Contact Person: Cristen Alicea, Office of Financial Assistance Current status: Resolved Anticipated Completion Date: February 1, 2026 Condition: The University did not provide evidence that the School Account Statements (SAS) from ED were used to reconcile to the University’s financial and business records on a monthly basis during the year ended May 31, 2025. Identification of repeat finding: N/A Resolution: We maintain that we did reconcile to the School Account Statements, as evidenced by the reports that have been run against the SAS statements through the Banner job RLRDLRC. However, we did not maintain the individual monthly evidence of the mismatches identified on those reports, and their resolution. We are maintaining this evidence going forward.

Categories

Matching / Level of Effort / Earmarking Student Financial Aid Cash Management Reporting

Other Findings in this Audit

  • 1175741 2025-001
    Material Weakness Repeat
  • 1175742 2025-001
    Material Weakness Repeat
  • 1175743 2025-002
    Material Weakness Repeat
  • 1175744 2025-002
    Material Weakness Repeat
  • 1175745 2025-003
    Material Weakness Repeat
  • 1175746 2025-003
    Material Weakness Repeat
  • 1175747 2025-004
    Material Weakness Repeat
  • 1175748 2025-004
    Material Weakness Repeat
  • 1175750 2025-006
    Material Weakness Repeat
  • 1175751 2025-007
    Material Weakness Repeat
  • 1175752 2025-008
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
84.268 FEDERAL DIRECT STUDENT LOANS $118.40M
84.063 FEDERAL PELL GRANT PROGRAM $14.48M
84.033 FEDERAL WORK-STUDY PROGRAM $1.49M
93.925 SCHOLARSHIPS FOR HEALTH PROFESSIONS STUDENTS FROM DISADVANTAGED BACKGROUNDS $1.33M
84.184 SCHOOL SAFETY NATIONAL ACTIVITIES $1.31M
84.007 FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS $863,533
84.038 FEDERAL PERKINS LOAN PROGRAM_FEDERAL CAPITAL CONTRIBUTIONS $698,216
93.364 NURSING STUDENT LOANS $680,169
84.031 HIGHER EDUCATION INSTITUTIONAL AID $504,019
93.859 BIOMEDICAL RESEARCH AND RESEARCH TRAINING $369,574
93.359 NURSE EDUCATION, PRACTICE QUALITY AND RETENTION GRANTS $327,646
84.042 TRIO STUDENT SUPPORT SERVICES $290,941
12.750 UNIFORMED SERVICES UNIVERSITY MEDICAL RESEARCH PROJECTS $210,504
47.084 NSF TECHNOLOGY, INNOVATION, AND PARTNERSHIPS $83,664
93.264 NURSE FACULTY LOAN PROGRAM (NFLP) $54,641
17.278 WIOA DISLOCATED WORKER FORMULA GRANTS $54,226
27.011 INTERGOVERNMENTAL PERSONNEL ACT (IPA) MOBILITY PROGRAM $47,824
93.173 RESEARCH RELATED TO DEAFNESS AND COMMUNICATION DISORDERS $39,886
84.047 TRIO UPWARD BOUND $38,629
47.070 COMPUTER AND INFORMATION SCIENCE AND ENGINEERING $35,694
97.062 SCIENTIFIC LEADERSHIP AWARDS $35,666
93.867 VISION RESEARCH $28,825
12.630 BASIC, APPLIED, AND ADVANCED RESEARCH IN SCIENCE AND ENGINEERING $26,279
47.050 GEOSCIENCES $13,138
93.368 21ST CENTURY CURES ACT - PRECISION MEDICINE INITIATIVE $11,299
84.379 TEACHER EDUCATION ASSISTANCE FOR COLLEGE AND HIGHER EDUCATION GRANTS (TEACH GRANTS) $9,422
93.558 TEMPORARY ASSISTANCE FOR NEEDY FAMILIES $3,198
47.076 STEM EDUCATION (FORMERLY EDUCATION AND HUMAN RESOURCES) $3,007
45.129 PROMOTION OF THE HUMANITIES FEDERAL/STATE PARTNERSHIP $1,250